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How These ‘Tactical Allocation’ Funds Beat the Market
Barrons.com· 2 days agoModern Capital has an 0.86 three-year Sharpe ratio, higher than any fund in Morningstar’s Tactical...
Invest in SpaceX Alongside Elon Musk? Why This Closed-End Fund Is Not Worth the Ride
Morningstar· 6 days agoNvidia’s stock split is coming soon. What Morningstar thinks of the chipmaker’s value and outlook as...
Contrarian Picks: Don’t Dismiss These Liquid Alternative Funds
Morningstar· 23 hours agoFunds in the relative value arbitrage and event-driven Morningstar Categories faced outflows...
Can You Realistically Follow Dave Ramsey’s 8% Retirement Rule?
GOBankingRates via Yahoo Finance· 6 days agoRadio show host and financial guru Dave Ramsey doesn't seem to mind taking a contrarian view of...
Should You Sell Warner Bros. Discovery (WBD)?
Insider Monkey via Yahoo Finance· 1 day agoBonhoeffer Capital Management, an asset management company, released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here....
Cathie Wood snags 100,000 shares of fintech stock after slump
TheStreet.com· 4 days agoFamed investor Cathie Wood, head of Ark Investment Management, occasionally traffics in the stocks of mature technology companies despite her usual focus on small ones. Wood (Mama Cathie to ...
Where We See Opportunities in June as Stocks Recover Losses
Morningstar· 2 days agoThe Morningstar US Market Index, our proxy for the broad US equity market, rose 4.72%, offsetting the 4.30% decline in April. Year to date through May 31, the Morningstar ...
Small Business - Picayune Item | Picayune Item
The Picayune Item· 22 hours agoNEW YORK, June 05, 2024 (GLOBE NEWSWIRE) -- Guggenheim Investments and New Age Alpha today announced a definitive agreement under which New Age Alpha will acquire Guggenheim Investments' actively managed equity funds business. The transaction
10 Financial Rules of Thumb You Don’t Have to Follow
Morningstar· 3 days agoA rule of thumb provides a rough outline of how to think about something, but it isn’t a silver bullet. You know your financial goals—maybe one is buying a house or paying for a child’s education ...
Keith Lee: ‘Revenues Are a Better Indicator of Size’ Than Stock Market Capitalization
Morningstar· 2 days agoKeith has been lead portfolio manager on the Brown Capital Management Small Company Strategy since...
